Position in VALU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$229,385
-$20,410 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VALU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Valmark Advisers, Inc. holds $1,895,694 across 6 Financial Data & Stock Exchanges names. VALU ranks #4 (12.1% of the industry book) .
All Filings in VALU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,385 | 6,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,795 | 6,500 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $254,020 | 6,500 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $254,475 | 6,500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $251,355 | 6,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $343,200 | 6,500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $302,250 | 6,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $279,955 | 6,500 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $263,250 | 6,500 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $268,125 | 5,500 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||